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IWMI

NEOS Russell 2000 High Income ETF
IWMI

18 hedge funds and large institutions have $13.7M invested in NEOS Russell 2000 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more capital invested

Capital invested by funds: $4.34M → $13.7M (+$9.35M)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

80% more funds holding

Funds holding: 10 → 18 (+8)

3.42% more ownership

Funds ownership: 6.61% → 10.02% (+3.4%)

Holders
18
Holders Change
+8
Holders Change %
+80%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$6.75M
2
Jane Street
Jane Street
New York
+$968K
3
AWM
Axxcess Wealth Management
California
+$556K
4
SWM
Spire Wealth Management
Virginia
+$545K
5
Stifel Financial
Stifel Financial
Missouri
+$498K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$372K
2
UBS Group
UBS Group
Switzerland
-$238K
3
TSS
Two Sigma Securities
New York
-$207K
4
Osaic Holdings
Osaic Holdings
Arizona
-$51.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$6.39M +$6.75M +130,546 New
Jane Street
2
Jane Street
New York
$1.88M +$968K +18,723 +95%
NWM
3
Napa Wealth Management
California
$1.41M +$339K +6,560 +30%
HNWAG
4
High Net Worth Advisory Group
Florida
$872K +$290K +5,612 +46%
SI
5
Stephens Inc
Arkansas
$746K +$147K +2,850 +23%
AWM
6
Axxcess Wealth Management
California
$526K +$556K +10,750 New
SWM
7
Spire Wealth Management
Virginia
$516K +$545K +10,547 New
Stifel Financial
8
Stifel Financial
Missouri
$472K +$498K +9,633 New
GSIAS
9
Garden State Investment Advisory Services
New Jersey
$311K +$328K +6,355 New
G
10
Gainplan
Michigan
$263K +$278K +5,376 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$97.9K +$103K +2,000 New
Group One Trading
12
Group One Trading
Illinois
$94.9K +$100K +1,938 New
ACA
13
Aptus Capital Advisors
Alabama
$57.5K – – –
GRP
14
Global Retirement Partners
California
$41.2K +$43.5K +842 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K +$14.5K +280 New
DFA
16
DHJJ Financial Advisors
Illinois
$2.55K +$2.69K +52 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$49 – – –
Wells Fargo
18
Wells Fargo
California
$28 +$52 +1 New
OMC
19
Old Mission Capital
Illinois
– -$372K -7,244 Closed
UBS Group
20
UBS Group
Switzerland
– -$238K -4,637 Closed
TSS
21
Two Sigma Securities
New York
– -$207K -4,037 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
– -$51.4K -1,000 Closed

IWMI Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q4 2024, worth a combined $13.7M — up 215% from $4.34M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IWMI positions and 4 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $6.75M. The largest seller was Old Mission Capital, exiting entirely with an estimated $372K sold.

  • 18 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q4 2024, up from 10 in Q3 2024.
  • Funds reported $13.7M of NEOS Russell 2000 High Income ETF stock for Q4 2024, up 215% quarter-over-quarter.
  • 12 funds opened new NEOS Russell 2000 High Income ETF positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest NEOS Russell 2000 High Income ETF buyer in Q4 2024 was Gradient Investments, an estimated $6.75M added.
  • The largest NEOS Russell 2000 High Income ETF seller in Q4 2024 was Old Mission Capital, an estimated $372K sold.

Based on aggregated 13F filings for Q4 2024.